Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,126 | $55,472-67.3% | $155,567-88.3% | $74,546-75.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 9.89% | 268.72%-258.8pp | 64.74%-54.8pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $1,541 | $2,269-32.1% | $4,674-67.0% | $2,624-41.3% |
| Participant deferral / active EE | $872 | $2,838-69.3% | $5,628-84.5% | $4,347-79.9% |
| Admin fee / account holder | $43 | $1,743-97.6% | $15,916-99.7% | $1,944-97.8% |